ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,382,134 | -2.7% | 3,616 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $1,420,794 | +12.7% | 3,616 | -2.7% | 0.03% | +8.3% |
| Q1 2023 | $1,261,065 | +12.7% | 3,716 | -7.0% | 0.02% | +4.3% |
| Q4 2022 | $1,119,285 | -22.4% | 3,997 | -23.4% | 0.02% | -25.8% |
| Q3 2022 | $1,442,000 | -26.8% | 5,218 | -22.0% | 0.03% | -22.5% |
| Q2 2022 | $1,969,000 | -25.4% | 6,688 | -1.5% | 0.04% | -7.0% |
| Q1 2022 | $2,640,000 | -69.3% | 6,793 | -65.3% | 0.04% | -66.9% |
| Q4 2021 | $8,593,000 | -33.7% | 19,574 | -39.0% | 0.13% | -35.0% |
| Q3 2021 | $12,959,000 | -0.3% | 32,104 | -0.2% | 0.20% | +2.6% |
| Q2 2021 | $12,998,000 | +7.5% | 32,176 | -4.0% | 0.20% | -2.0% |
| Q1 2021 | $12,089,000 | -2.3% | 33,502 | -5.3% | 0.20% | -10.4% |
| Q4 2020 | $12,369,000 | +8.5% | 35,359 | -4.1% | 0.22% | -0.9% |
| Q3 2020 | $11,401,000 | +14.5% | 36,888 | +3.4% | 0.22% | +4.7% |
| Q2 2020 | $9,954,000 | +30.8% | 35,660 | -0.8% | 0.21% | +5.4% |
| Q1 2020 | $7,611,000 | -6.4% | 35,942 | +7.1% | 0.20% | +19.4% |
| Q4 2019 | $8,128,000 | – | 33,567 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 114,825 | $40,169,000 | 16.19% |
| JGP Wealth Management, LLC | 114,927 | $42,276,000 | 9.80% |
| Brouwer & Janachowski, LLC | 158,296 | $55,377,000 | 9.73% |
| Mathes Company, Inc. | 35,015 | $12,249,000 | 4.97% |
| Provident Wealth Management, LLC | 11,209 | $3,921,000 | 4.56% |
| Legacy Financial Strategies, LLC | 23,482 | $8,215,000 | 4.19% |
| Equitable Holdings, Inc. | 491,977 | $172,108,000 | 3.92% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 62,417 | $21,835,339 | 3.68% |
| Apexium Financial, LP | 12,789 | $4,474,000 | 3.54% |
| Horst & Graben Wealth Management LLC | 26,174 | $9,156,000 | 3.16% |